See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,705 | $70,669+15.6% | $169,368-51.8% | $75,163+8.7% |
| Participation rate | 96.6% | 64.8%+31.8pp | 77.1%+19.4pp | 67.2%+29.4pp |
| Annual return | 11.56% | 36.36%-24.8pp | 405.60%-394.0pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,557 | $2,211+15.7% | $4,013-36.3% | $2,670-4.2% |
| Participant deferral / active EE | $5,884 | $4,311+36.5% | $6,221-5.4% | $4,125+42.6% |
| Admin fee / account holder | $16,912 | $5,402+213.0% | $9,003+87.8% | $5,651+199.3% |